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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,288 | $180,749+34.6% | $160,784+51.3% | $137,256+77.3% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 12.84% | 2234.46%-2221.6pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,466 | $4,155-16.6% | $3,733-7.1% | $4,156-16.6% |
| Participant deferral / active EE | $15,678 | $6,844+129.1% | $6,293+149.1% | $6,407+144.7% |
| Admin fee / account holder | $1,448 | $10,397-86.1% | $9,717-85.1% | $12,270-88.2% |